Articles by James Calloway
Synopsys Shares Slide on Outlook, China Concerns; Morgan Stanley Downgrades
Synopsys shares declined sharply following its quarterly report, driven by concerns over China exposure and a slowdown in its core EDA business. Morgan Stanley downgraded the stock.
CrowdStrike Shares Dip Ahead of Q4 Report Amid Product Launch, Analyst Target Cut
CrowdStrike shares declined 2.39% to $371.98, ending a two-day rally. Jefferies reduced its price target to $500, while the company introduced its FalconID phishing-resistant MFA product ahead of quarterly results.
Duolingo Shares Plunge on Strategic Shift, Analyst Downgrades Mount
Duolingo shares tumbled 14% to $101 on Friday following a disappointing 2026 outlook and strategic pivot toward user growth, prompting several analyst downgrades ahead of Monday's trading session.
Applied Optoelectronics Soars on Record Revenue, Bullish Data Center Outlook
Applied Optoelectronics shares skyrocketed 56.9% following a record quarterly performance and an upgraded revenue forecast, fueled by surging demand for high-speed data center optics.
FTAI Aviation Shares Dip After Record High, 2026 Outlook Strengthened
FTAI Aviation shares declined 1.37% to $305.80 Friday, pulling back from a 52-week high. The firm posted 2025 revenue of $2.51B, net income of $501.1M, and increased its 2026 adjusted EBITDA forecast to $1.625B.
Flutter Shares Plunge on Disappointing 2026 Forecast and U.S. Engagement Concerns
Flutter Entertainment shares tumbled nearly 14% following a disappointing 2026 revenue and EBITDA forecast and signs of weaker customer engagement in its key U.S. market. The company reported strong Q4 results but flagged challenges.
Salesforce Faces Investor Scrutiny Over AI Strategy and Revenue Outlook
Salesforce shares fell as a softer revenue outlook and significant AI spending unsettled investors, despite announcing a $50 billion share repurchase and increased dividend. Broader tech stocks also retreated on inflation concerns.
Intuit Shares Swing on Mixed Q2 Results, Soft Q3 Outlook
Intuit shares climbed 3.7% to $409.03 Friday before dropping roughly 4% in extended trading following third-quarter earnings guidance that fell short of analyst expectations. The company posted a 17% revenue increase for its second quarter.
Walmart Settles FTC Driver Pay Case for $100M as Shares Defy Market Dip
Walmart will pay $100 million to resolve FTC allegations it misled delivery drivers about earnings. Its stock rose 2.84% to $127.95 on Friday, outperforming the market.
Costco Shares Surge Past $1,000 Mark as Bank of America Issues Bullish Call
Costco Wholesale Corporation shares gained 2.44% to close at $1,010.79, outperforming a weaker market. Bank of America reinstated coverage with a Buy rating and a $1,185 target, citing the retailer's broad consumer appeal.
CoreWeave Plunges on Aggressive $35B Capex Plan, Soft Q1 Outlook
CoreWeave shares tumbled over 18% following its ambitious $30-35 billion capital expenditure plan for 2026 and a muted first-quarter revenue forecast, highlighting investor worries over financing and profitability.
Dell Soars 22% on AI Server Surge, Lifts Long-Term Outlook
Dell Technologies shares jumped nearly 22% Friday following an upgraded long-term revenue outlook driven by explosive growth in AI-optimized server demand. The company reported a $43 billion backlog for AI servers.